Pipeline By Assignee Reports

Pipeline By Assignee Reports

Pipeline by assignee reports gives you an overview of the distribution of Opportunities across your team based on Opportunity close date. Please note the default time frame is set to three months starting with the current date. Click on the filter icon in the top right to modify the date range for close date, filter for assignee, source, tags, and much more! 

For sales managers, this is a great tool to see how your team members are performing and to identify your star player!

For sales team members, this is a great tool to see how you're stacking up against the team!

Pipeline By Assignee Total:

Pipeline By Assignee Total shows the total of all Opportunities in your Pipeline distributed across your team based on Opportunity close date in the specified date range. Hover over the bars in the bar graph to see the total value in that stage for that team member. Clicking on the rows beneath the bar graph that corresponds to the different team members will bring you to the Opportunities tab displaying the Opportunities assigned to that team member that were included in that calculation.

 

 

Pipeline By Assignee Weighted:

Each stage of your Pipeline may have different win probability percentages. An Opportunity in the first stage of your Pipeline will have a lower probability of winning when compared to an Opportunity that you have moved through your Pipeline to the final stages. You can customize these win probability percentage by going to System Settings > Pipelines (under Customize ProsperWorks) > Click the edit icon next to the Pipeline you wish to customize. The Pipeline Summary Weighted report takes into consideration this win probability by multiplying the total value of Opportunity in a specific stage in your Pipeline and multiplying it against the Win probability percentage associated with that stage. 

Hover over the bars in the bar graph to see the break down of the total value (lighter blue) of the Opportunities assigned to that team member with Opportunity close dates in that specified time frame, and the weighted value (darker blue) which is the total value of those Opportunities multiplied by the win probability percentage of the stage it is in. Clicking on the rows beneath the bar graph that corresponds to the different team members will bring you to the Opportunities tab displaying the Opportunities assigned to that team member that were included in that calculation.

 

Multiple Pipelines

  • You can switch between Pipelines by selecting it in the Pipelines drop-down menu:

 

 

 

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